Client Operations Coordinator

Lockton; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Lockton Companies LLC in Plano, TX is seeking a detail-oriented client operations associate to support monthly claims exhibits, new client setup, and reporting. This role emphasizes accuracy, collaboration, and timely processing for multiple client engagements.

The candidate will manage open items, input premiums, assist with audits, and participate in trainings, ensuring client data remains current and well-documented across all workflows.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Ability to protect confidentiality of client and company information.
• Ability to organize work and meet deadlines.

Responsibilities

• Assist with Monthly Claims Exhibits as needed.
• Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder).
• Track and manage open items (premium issues, missing reporting, reimbursements).
• Engage in scheduled trainings and collaboration sessions.
• Input premiums and reimbursements for previous year into Budget Projection workbook.
• Audit reporting received post-placement and ensure data accuracy.
• Assist with client questions by investigating and confirming with Manager.
• Ensure client data is validated and up-to-date (contacts, etc.).
• Complete Client Information Questionnaire based on Strategy calls or send to Core team to complete.
• Collect and review RFP data; send to Manager for review; update Marketing Tracker.
• Save RFP responses with proper naming in client folders; enter carrier responses into Renewal Package.

Skills

MS Office

Verbal communication

Interpersonal skills

Time management

Education

Bachelor’s Degree in Business Administration or related field

Tools

Excel

PowerPoint

Job description

Lockton Companies LLC in Plano, TX is seeking a detail-oriented client operations associate to support monthly claims exhibits, new client setup, and reporting. This role emphasizes accuracy, collaboration, and timely processing for multiple client engagements.

The candidate will manage open items, input premiums, assist with audits, and participate in trainings, ensuring client data remains current and well-documented across all workflows.